William Harcourt Lynn
Investment adviser representative at Arq Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
10 yearsFirm in business
Are you William Harcourt Lynn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Arq Wealth Advisors, LLCJan 2024 to now
- U.S. Bancorp Investments, Inc.Sep 2023 to Nov 2023
- First Republic Securities Company, LLCFeb 2023 to Jun 2023
- First Republic Investment Management, IncJun 2021 to Jun 2023
- Nexamp, Inc.Jan 2021 to May 2021
- Partially Unemployed (covid-19)Mar 2020 to Jun 2020
- Deloitte USJan 2020 to Feb 2020
- Salem State UniversityMay 2019 to Dec 2020
- Salem State UniversitySep 2014 to Dec 2016
- Finz Seafood and GrillApr 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Arq Wealth Advisors, LLC
$1.2BAssets managed
605Clients
15Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7697198
- Firm CRD
- 147351